Pacific Horizon Investment Trust (PHI) — Strategic Asset Allocation Index
Pacific Horizon Investment Trust (PHI) has a Strategic Asset Allocation Index of 103.1% as of January 2025. Strategic assets (PP&E of GBX- plus long-term investments of GBX632.62 Million) total GBX632.62 Million, measured against net assets of GBX613.74 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Pacific Horizon Investment Trust Strategic Asset Allocation Index (2014–2024)
This chart shows how Pacific Horizon Investment Trust's Strategic Asset Allocation Index has evolved across 14 annual periods from 2014 to 2024. As of January 2025, the index stands at 103.1%, representing strategic assets of GBX632.62 Million against net assets of GBX613.74 Million GBX. Explore Pacific Horizon Investment Trust (PHI) cash flow conversion to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Pacific Horizon Investment Trust (2014–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for Pacific Horizon Investment Trust from 2014 to 2024, covering 14 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Pacific Horizon Investment Trust market capitalisation.
| Year | SAAI | Strategic Assets (GBX) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 100.7% | GBX606.17 Million | GBX- | GBX606.17 Million | GBX601.97 Million | ▲ +2.9 pp |
| 2023 | 97.8% | GBX572.75 Million | GBX- | GBX572.75 Million | GBX585.56 Million | ▼ -1.9 pp |
| 2022 | 99.7% | GBX608.54 Million | GBX- | GBX608.54 Million | GBX610.55 Million | ▼ -5.8 pp |
| 2021 | 105.5% | GBX725.12 Million | GBX- | GBX725.12 Million | GBX687.23 Million | ▲ +1.4 pp |
| 2020 | 104.1% | GBX316.95 Million | GBX- | GBX316.95 Million | GBX304.40 Million | ▼ -4.1 pp |
| 2019 | 108.2% | GBX219.98 Million | GBX- | GBX219.98 Million | GBX203.35 Million | ▲ +0.3 pp |
| 2018 | 107.9% | GBX221.07 Million | GBX- | GBX221.07 Million | GBX204.88 Million | ▼ -126.2 pp |
| 2017 | 234.1% | GBX5.01 Billion | GBX3.74 Billion | GBX1.27 Billion | GBX2.14 Billion | ▲ +127.1 pp |
| 2017 | 107.0% | GBX179.52 Million | GBX- | GBX179.52 Million | GBX167.75 Million | ▼ -147.2 pp |
| 2016 | 254.2% | GBX5.53 Billion | GBX4.09 Billion | GBX1.44 Billion | GBX2.18 Billion | ▲ +151.3 pp |
| 2016 | 102.9% | GBX131.42 Million | GBX- | GBX131.42 Million | GBX127.70 Million | ▼ -128.6 pp |
| 2015 | 231.6% | GBX5.59 Billion | GBX4.16 Billion | GBX1.43 Billion | GBX2.42 Billion | ▲ +123.6 pp |
| 2015 | 108.0% | GBX135.13 Million | GBX- | GBX135.13 Million | GBX125.17 Million | ▼ -89.3 pp |
| 2014 | 197.3% | GBX5.92 Billion | GBX4.29 Billion | GBX1.63 Billion | GBX3.00 Billion | — |